Page 4 - Us Tariffs

Trade deal sweetens FY27 growth arithmetic as exports lift outlook

Economists say the India-US trade deal could lift FY27 GDP growth by 20-40 basis points by boosting exports and reducing uncertainty, though risks from imports remain

Farm livelihood concerns allayed as agri, dairy sectors kept out of US deal

Centre says sensitive sectors such as agriculture and dairy are outside the India-US trade deal, easing concerns even as US officials speak of higher farm exports

Balancing between trade and politics in the evolving India-US equation

The new India-US reciprocal tariff deal offers relief and predictability, but ties market access to strategic concessions, reshaping how bilateral trade will be negotiated

India's telecom exports to gain competitive advantage from US trade deal

Reciprocal tariffs cut to 18% under the India-US trade deal are expected to improve margins and competitiveness for Indian telecom equipment and optic fibre makers

Tariff reset lifts India's medical device pulse amid China+1 shift

US tariff cut lifts Indian medical devices; pharma steady, nutraceuticals seek clarity

US-India tariff reset lifts engineering exports; auto components lead gains

India's engineering exports to the US are set to regain momentum after reciprocal tariffs were cut to 18%, with auto component makers expected to benefit the most

Rupee posts highest single-day gain in 7 years; up 1.38% to settle at 90.27

Rupee posts its biggest single-day gain in seven years as US tariff cut to 18 per cent boosts sentiment and triggers unwinding of speculative short positions

Benchmarks see best day in over 8 months after India-US trade deal

Indices post best gains in eight months as tariff cut to 18 per cent lifts investor sentiment and removes a key overhang on Indian equities

Lower US tariffs help India, but diversification remains essential

US tariff relief lifts markets and sentiment, but India must use the trade deal to deepen reforms, attract capital flows and diversify exports

Patience over retaliation: India's long game with Trump has paid off

India and the US have entered a new phase in their relationship, marked by greater parity

India's trade breakthroughs must shift focus now to execution and reform

The 'mother of all trade deals', the Indo-US thaw, and a sensible Budget signal the beginning of the implementation phase

Titan, Kalyan Jewellery soar up to 20% on India-US trade deal boost

Analysts believe that the gems and jewellery related sector is likely to benefit from the India-US trade deal.

Lupin, Biocon: Nifty Pharma gains 3% after US-India trade deal pact

According to Axis Securities, the reduction in reciprocal taxes is incrementally positive for Indian pharmaceutical companies, particularly those with significant exposure to the US market,

Apex Frozen, Avanti Feeds hit 20% upper circuit on US tariff relief

Avanti Feeds hit a fresh life-time high at ₹960, while Apex Frozen Foods quoted at its highest level since September 2022 after the US President partly rolled back reciprocal tariffs on Indian imports

Budget 2026: Industrial policy takes centre stage, deeper fixes pending

And bigger problems await from policy bottlenecks that the Budget has left untouched

FM proposes duty-free imports of specified inputs for leather exports

Finance Minister Nirmala Sitharaman on Sunday proposed duty-free imports of certain specified inputs for promoting the country's exports of leather. The move will help provide cushion to leather exporters who are reeling under the steep 50 per cent US tariffs. The country's leather and leather products shipments dipped marginally 0.23 per cent to USD 3.3 billion during April-December 2025-26. She also exempted parts used to manufacture microwave ovens from basic customs duty. Sitharaman announced that India will develop 15 archaeological sites, including Lothal, Dholavira, Rakhigarhi, Sarnath, and Hastinapur. She also proposed to extend the time period of exports of final products from six months to one year for exporters of leather, and textile garments. Further the minister said that the government will support Artificial Limbs Manufacturing Corporation of India to scale up production of assistive devices.

Navigating global turmoil: Can India stay the course on policy and growth?

Despite geopolitical risks and inflation worries, experts say resilient growth, likely US rate cuts, and stable Indian fundamentals will shape markets in the year ahead

Cautious confidence: Amid uncertainty, banks seek to steer with stability

Even as banks boast healthy books, concerns remain across the financial landscape. Raghu Mohan and Abhijit Lele explain why work is not yet complete

Now, for an investment protection guarantee to signal India is serious

It will signal to the world that India is serious about being open for business

India-EU FTA: Indian pharma to get stronger dose of EU market access

EU's zero-tariff offer on most chemical and medical exports is set to boost India's pharma, medtech and biosimilars access to European markets